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JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #369 out of 816,893 TipRanks' Investors
Success Rate
77%
106 out of 137
profitable transactions
Average Return
271.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.14%
6-Month Return▲ 38.70%
12-Month Return▲ 133.38%
YTD Return▲ 45.39%
Total Return▲ 182.11%

Best Trade

Opened at
Closed at-
Gain▲ 2334.18%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 1.69%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.57%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 12.16%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.78%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.86%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 7.65%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.52%
Aug 2025
▲ 1.52%
▲ 0.34%
▼ 1.00%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.69%
▼ 1.80%▼ 5.57%▼ 6.57%
▲ 1.84%▼ 0.87%▲ 12.16%
▲ 12.20%▲ 6.28%▲ 8.78%
▲ 6.24%▲ 5.14%▲ 4.86%
▲ 27.87%▲ 2.30%▲ 7.65%
▲ 4.87%▲ 2.05%▲ 4.52%
▲ 1.52%▲ 0.34%▼ 1.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Index Trust Small-Cap Index Fund Instl Shares
14.53%
▲ 32.49%
35
Buy
Jun 09, 2025
Palantir Technologies
64.2%
▲ 1,057.76%
32
Buy
Jun 09, 2025
ARK Israel Innovative Technology ETF
0.06%
▲ 23.51%
3
Buy
Mar 19, 2025
Target
0.27%
▼ 29.34%
5
Buy
Mar 19, 2025
Intel
0.37%
▼ 12.78%
4
Buy
Mar 19, 2025
Pfizer
0.51%
▼ 0.19%
2
Buy
Mar 19, 2025
Vale SA
0.43%
▼ 8.49%
6
Buy
Mar 12, 2025
New Perspective Fund, Class A Shares
2.1%
▲ 29.41%
9
Buy
Mar 12, 2025
The Growth Fund of America Class A Shares
2.35%
▲ 45.30%
8
Buy
Mar 12, 2025
VF
0.35%
▼ 10.81%
5
Buy
Mar 12, 2025
Marvell
0.41%
▼ 9.16%
1
Open
Mar 12, 2025
IonQ
5.14%
▲ 761.73%
2
Buy
Sep 06, 2024
Nvidia
0.78%
▲ 62.48%
1
Open
Sep 06, 2024
Nike
0.19%
▼ 6.30%
1
Open
Sep 06, 2024
Dollar Tree
0.32%
▲ 52.06%
1
Open
Sep 06, 2024
Flagstar Financial
0.07%
▲ 1.97%
3
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Amazon
1.93%
▲ 155.87%
2
Buy
Dec 23, 2022
Alphabet Class A
1.15%
▲ 163.91%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022